If Christine Lagarde and the ECB were already fretting about deflation risks in the months
‘We Finally Have A Number’: German Economy Logs Largest Contraction In Recorded History
“Massive slump” — that’s how Germany’s Federal Statistical Office described the worst quarterly performance on
Reopening Optimism Trumps All Other Considerations As Equities Climb Wall Of Worry
“…it does not take much analytical skill to predict a much stronger slump in the second quarter”.
Germany Suffers Second Largest Contraction Since Unification. And There’s More To Come.
“The recovery began with the cautious lifting of the lockdown at the beginning of May, but…”
As Economic Confidence Collapses In Europe, Germany Pays Workers To Stay Home
The difference is that “all these workers are all still employed”.
50 Cent Gasoline, A Sub-Trillion Apple, Germany’s Bazooka And 100% Recession Odds
Markets continue to throw off a veritable smorgasbord of consequential and amusing headlines.
Any Dawn Will Do. Stocks Up, Dollar Down, Germany Mulls Nationalizations
False dawn? Maybe. But…
Mar-A-Lago Accord, Untradeable FX And The Dangers Of Shutting Markets
“FX remains untradeable”.
Limit-Up/Limit-Down Rolls On, As Germany Teases ‘Unlimited’ Economic Support
“We won’t do things by half-measures”.
‘A Tragic But Important Lesson’: In Germany, Fear Of Deficit Demon Collides With Recession Reality
“The problem is that they created a monsterâ€”literally erecting monuments to honor the zeroing out of deficits.”
Don’t Read The Fine Print On Best German Factory PMI In 13 Months
“…the observed jump in the headline index flatters the sectorâ€™s current trajectory”.
Big Miss On German Investor Confidence Is Bad Omen For Virus Fallout
“Further corrections” may be in the offing.
Germany’s Obsession With ‘Black Zero’ Fiscal Policy Now Borders On Psychosis
There has to be a pain threshold.
Markets Ill At Ease In New Week As Coronavirus, Kramp-Karrenbauer Downfall Weigh
Testing investors’ deeply-ingrained Pavlovian dip-buying instincts…
Germany, Which Runs A Surplus And Can Borrow For Free, Posts Worst Industrial Production Plunge Since Crisis
The YoY print was, in a word, terrible.
‘Horror Show’: Germany Posts Worst Factory Orders Drop In A Decade
There’s no way to spin this.
Look, Green Shoots! And Just In Time For Viral Roundup
The question is whether it’s durable.
Utterly Terrible: Order Book Contraction Nightmare Drags Into 18th Month In Germany
It’s dire. With apologies, there’s no other way to describe it.
Markets Adrift As Traders Search For Catalysts Amid Trade Lull
Expect details around the trade deal to remain scant in the near-term.
Germany Can’t Catch A Break As Manufacturing Slump Refuses To Abate
“A weak end to a difficult year for the German economy”.
Monday ‘Green Shoots’ As Germany, Japan Deliver Upside Surprises On Key Data
Still, nobody should get too excited.
So, Germany Just Reported The Biggest Plunge In Industrial Output In A Decade
If it’s always darkest before dawn, this is great news.
Europe’s Very Bad Day Comes Courtesy Of Perfect Storm
Such are the tragic ironies…
Spotted In Europe: Green Shoots
Just in time to wither and die, probably.
As NATO Faces Irrelevance, Trump Blamed In Brussels For Stoking Existential Crisis In Europe
“For the first time in history, there is an American president who is openly against a united Europe”.